HSBC Medium to Long Duration Fund vs UTI Medium to Long Duration Fund compare
HSBC Medium to Long Duration Fund - Regular Growth
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Fund | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹49 Cr | ₹316 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 10 Dec 2002 | 18 Jul 1998 |
Category | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium to Long Duration Fund BIII Index | CRISIL Medium to Long Duration Fund AIII Index |
Turn Over | 27% | 78% |
Expense Ratio | 1.9 | 1.61 |
Manager | Shriram Ramanathan | Sunil Madhukar Patil |
ISIN Code | INF336L01776 | INF789F01406 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Month | 1.75% | 1.94% |
6 Month | 5.17% | 5.39% |
1 Year | 10.23% | 10.9% |
3 Year | 6.54% | 10.14% |
5 Year | 4.97% | 8.98% |
SIP Return Analysis
Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
6 Month | 3.71% | 3.78% |
1 Year | 10.87% | 11.55% |
3 Year | 8.12% | 8.8% |
5 Year | 6.09% | 9.05% |
Rolling Lumpsum Returns
Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Year | 6.07% | 8.13% |
3 Year | 6.83% | 7.49% |
5 Year | 7% | 7.12% |
Risk Management
Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.279% | 4.312% |
Sharp | -0.714% | 0.478% |
Beta | 1.036% | -0.271% |
Alpha | -1.506% | 2.074% |
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Fund Managers
Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Name | Shriram Ramanathan | Sunil Madhukar Patil |
Total AUM | ₹32638 Cr | ₹6910 Cr |
Funds Managed | 11 | 4 |
HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
HSBC Medium to Long Duration Fund - Regular Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HSBC Medium to Long Duration Fund - Regular Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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